Preno

Amelia Gain

Jessica Kwok

Kevin Soo

Information on the integrations with Xero and MYOB (Accounting Software)

Accounting Integrations

Rolling back a reservation, voiding the old transaction, removing the credit allocation, and voiding the invoice

Rolling back a booking & voiding the invoice

In-depth explanations of how the Xero integration works with Preno. This is written with accountants in mind.

Xero integration (Accounting)

How to connect Xero to your Preno account to streamline your accounting

Connect with Xero

Summary on how the Xero integration works with Preno

How the Xero integration works

How to select the correct bank account when integrating Xero with Preno.

Xero integration - What bank account should I select?

Connect with Xero: multiple accounts

Xero setup reminder

How to change the default due date for Xero invoices raised through Preno

Default due date for Xero Invoices

How to set up different tax rates for your revenue in Xero

Different tax rates for your revenue

Use this to send invoices to guests directly from Xero when you create them in Preno.

Send Xero invoices automatically as approved and emailed

Setting up your Xero integration

How to record a refund for a booking with an imported payment

Refunding Imported Payments - Xero

Workflow of how the Xero Prepayments are allocated to the final invoice

How Prepayments are allocated in Xero

Reconcile Stripe payouts in Xero

How to add and reconcile the clearing account in Xero

Reconciling with a clearing account

Preno sends through invoices, prepayments and payments for you to reconcile

Reconciling transactions in Xero

If you don't void the payments & invoices when you rollback bookings, it'll look like you have a lot of duplicates

Double ups of transactions during reconciliation

How to run a report in Xero to view all your Prepayments

Prepayment report in Xero

Max Podolian

Reconciliation

Adding another recipient to your invoice in Xero

How to CC an agent or guest in a Xero invoice

When they're created automatically, and how to manually create them

Guest invoices

Information is sent about the primary guest to Xero in the form of a Customer Contact.

Invoice contact data

The name of items in Preno will be the name of the item in Xero

Line item descriptions

Unit prices are sent by Preno inclusive of tax and we don't send currency data

Tax and currency

These are created based on the record of payments for a reservation

Payments & Prepayments

Refunds of prepayments and payments & the effect in Xero

Refunds and overpayments

You can manually manage vouchers with Preno + Xero

Recording voucher sales with Xero

How Preno records taking payment for a booking in Xero

Creation of deposits and payments

Guest Invoices - under the hood

What to do if you've checked out your booking, Final Xero invoice total is incorrect

Final Xero invoice total is incorrect

What to do if you're unable to find your payment or refund in Xero while reconciling your bank account

Unable to find payments/refunds in Xero

This usually happens when the deposit has been created in Preno, but not created in Xero

Failed to add payments to the invoice in Xero

Automatic Xero troubleshooting errors during checkout

Checkout and fix later

Background, causes and how to handle this error.

Prepayment cannot be allocated as the allocation amount is greater than the amount remaining on the Prepayment

This error occurs when a prepayment has been deleted

The IPayable cannot be applied

This error generally occurs during setup of the Xero integration

Failed to load tracking options

Due to a limitation in Xero, prepayments need to be manually voided

Voiding prepayments with Xero

Xero Error - The specified bank account details does not match a known bank account.

Xero Error - Bank account details doesn't match

Please use the guidance in this article if you see an error message "Payments can only be made against Authorised documents"

In simple terms; this error means that an Invoice…

Payments can only be made against Authorised documents

Troubleshooting

Connect with MYOB Essentials

How to charge the booking back to the guest, agent or the company

Charging the booking back

Raise an invoice in MYOB for the deposit amount

Invoicing for a deposit

Articles on how to configure and use the integration to MYOB Essentials product

MYOB Integration (Accounting)

Blog

Our Team

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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